VERTEX PARTNERS - Financial Advisor in Illinois, Downers Grove

Tel: 630-836-3300 3000 Woodcreek Drive Suite 100 Downers Grove, Illinois 60515

About VERTEX PARTNERS

VERTEX PARTNERS is a Downers Grove, Illinois based financial advisory firm with nearly $827,936,305 in assets under management and provides investment advisory services for 2374 clients. There are currently 20 financial advisors at the firm.

General Information

Firm CRD#:

316839

Firm SEC#:

801-122980

Assets Under Management:

$827,936,305

No. of Clients:

2374

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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